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Financial Coaching & Money Management Intake The information you provide during any class or OneNote session will not be shared with outside parties. First Name:Last Name:Start Date://How did you

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Financial coaching is a process that helps individuals improve their financial knowledge and behaviors. Money management is a key component of financial coaching, which focuses on budgeting, saving, investing, and reducing debt.

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Information that may be reported during financial coaching sessions includes income, expenses, assets, liabilities, and financial goals.

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